Capital Link is a Family Office focusing on providing comprehensive services for wealthy families, entrepreneurs and companies.
Capital Link Family Office provides a holistic and professional approach. Our expertise and client-focused service will ensure protection of the family's interests while taking risk management into consideration. We committed to provide our clients with peace of mind, maintain their lifestyle while protecting their wealth now and for the future.
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Needs analysis
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Goals and needs determination
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Investment policy and recommendations
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Implementation of the work plan
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Monitoring, control and continued management
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Succession Planning
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Pension portfolio analysis by an Independent pension advisor
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Tax advice / tax planning
Selection of the banks in which the family assets will be managed, hedging of market and currency risks, reference to the liquidity of the selected products and reduction of fraud risks in the selection of fund managers in the non-tradable market.
Proven experience, knowledge and expertise investing in the Israeli and foreign capital markets alongside investing in structured instruments and alternative investments.
Why Capital Link?
The need for family office services comes from their desire to receive an objective, professional and reliable service that accompanies, supervises and coordinates for them between the various providers while addressing not only their financial and capital management aspects, but also their pension, tax and legal aspects. In today's dynamic and complex environment, the need for a professional who centralize all these aspects is greater than ever.
At Capital Link Family Office, we see only the best interests of the client and therefore, we make a thorough client needs analysis to fully understand the objectives and preferences of the family. We objectively analyze the current family situation taking into consideration the embedded risks, asset allocation and cash flows which enable us to tailor each client the best financial plan. Frequent meetings and reliable periodic reports ensure that the family wealth is monitored and always managed.
At Capital Link Family Office, we believe in a strong “one client” culture that puts you at the center of everything we do. By broad, deep, and unique focus we provide differentiated expertise and content. All we do is based on trust, transparency and availability.
Financial advice and asset allocation management
Needs analysis - a series of meetings that includes familiarization and mapping of the financial assets in Israeli banks and banks abroad including the non-traded assets, while addressing the family's present and future needs.
Goals and needs determination - presenting a current asset picture versus a desired asset picture, while dividing the assets according to time periods in Israel and around the world.
Investment policy and recommendations - rebuilding the allocation of assets in Israel and abroad according to three key strategies: for today, tomorrow and generations to come, considering the taxation aspects, personal risk profile, needs and plans.
Implementation - In accordance with the defined work plan, we will represent you with relevant service providers while determining the investment policy and conditions.
Monitoring, control, and continued management - we manage, supervise and monitor existing accounts in local and foreign banks and other investment providers. Periodic reports and ongoing meetings, in which we discuss the necessary changes in the investment portfolio and the performance of the investment portfolios in comparison with pre-defined targets (benchmarks). The changes will be made in accordance with changes in the needs and desires of the family and the changing market conditions, while presenting relevant solutions.
Succession Planning, tax advice and pension advice
Succession Planning - taking care of testaments, prenuptial agreements, inheritances, continuing power of attorney, establishing trusts and / or other legal structures with leading legal experts. By that we help planning and taking care of future generations.
Tax advice / tax planning - an in-depth examination of tax liabilities in Israel and abroad, with reference to all financial and other investments, accompanied by professionals, without conflicts of interest. In addition, assistance with the current and periodic needs as required by the various authorities in Israel and abroad.
Pension portfolio analysis by an Independent pension advisor - assistance in making professional decisions in the field of pensions, provident funds and retirement goals with reference to tax aspects (IRA, Amendment 190) and the improvement of service and conditions.
Proven experience, knowledge and expertise investing in the Israeli and foreign capital markets alongside investing in structured instruments and alternative investments:
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Venture capital funds / Debt funds / Infrastructure funds
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Private Equity Investments
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Real Estate investments and income-producing Real Estate: a variety of projects and funds in Israel and around the world
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Structured Products
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Hedge funds
Selection of the banks in which the family assets will be managed, hedging of market and currency risks, reference to the liquidity of the selected products and reduction of fraud risks in the selection of fund managers in the non-tradable market.
Shiri Hybloom
Co-founder & CEO
Shiri has over twenty years of experience in the finance industry, private banking, and capital markets.
Prior to establishing Capital Link Family Office, Shiri held several senior positions, including: Relationship Manager at UBS, the largest bank in Switzerland and the largest wealth manager in the world. As part of her work, she was selected, out of thousands of candidates around the world, to participate in the Bank's key talent program. In addition, Shiri is an authorized investment advisor from the SAQ - Swiss Association of Quality. Prior to that, Shiri established and managed the U-Bank branch in Herzliya Pituach and served as CEO of Menora Mivtachim's portfolio management company.
Shiri has been licensed as a Portfolio Manager by the Israeli Securities Authority (ISA) since 2000 (pending), holds a bachelor's degree in business administration with a specialization in finance from the College of Management and a master's degree in business administration from the College of Management, both with excellence.
Shiri has many years of experience accompany wealthy families and private companies through their financial journey. She has practical knowledge and professionalism in a wide range of investment types, analysis capabilities and familiarity with unique products and diverse solutions in the local and global capital markets.
Shiri believes in uncompromising professionalism, integrity and exceptional service.